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CPWM LLC’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

CPWM LLC’s Portfolio ENFR Stock Details ENFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$241K Sell
12,236
-559
-4% -$12.1K 0.02% 287
2022
Q2 		$258K Buy
12,795
+563
+5% +$12.6K 0.02% 330
2022
Q1 		$278K Buy
12,232
+232
+2% +$4.85K 0.02% 284
2021
Q4 		$236K Hold
12,000
– – 0.02% 317
2021
Q3 		$236K Hold
12,000
– – 0.02% 265
2021
Q2 		$241K Hold
12,000
– – 0.02% 273
2021
Q1 		$207K Hold
12,000
– – 0.02% 319
2020
Q4 		$176K Buy
+12,000
New +$167K 0.02% 301

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Mariner
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return